Belpointe Asset Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-864
| Closed | -$165K | – | 3293 |
|
|
2023
Q1 | $165K | Buy |
864
+137
| +19% | +$26.1K | 0.01% | 1031 |
|
|
2022
Q4 | $133K | Buy |
727
+30
| +4% | +$5.48K | 0.01% | 1088 |
|
|
2022
Q3 | $110K | Sell |
697
-238
| -25% | -$37.6K | 0.01% | 1114 |
|
|
2022
Q2 | $153K | Buy |
935
+280
| +43% | +$45.8K | 0.01% | 936 |
|
|
2022
Q1 | $128K | Buy |
+655
| New | +$128K | 0.01% | 1105 |
|